SWM
Scissortail Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
23,717
+813
| +4% | +$505K | 3.54% | 4 |
|
|
2025
Q1 | $12.9M | Sell |
22,904
-3,922
| -15% | -$2.2M | 3.31% | 4 |
|
|
2024
Q4 | $15.8M | Buy |
26,826
+26,395
| +6,124% | +$15.5M | 4.04% | 3 |
|
|
2024
Q3 | $14.9M | Sell |
431
-30,512
| -99% | -$1.06B | 3.61% | 4 |
|
|
2024
Q2 | $16.9M | Buy |
30,943
+184
| +0.6% | +$101K | 4.31% | 2 |
|
|
2024
Q1 | $16.2M | Buy |
+30,759
| New | +$16.2M | 4.27% | 3 |
|
|
2022
Q4 | – | Sell |
-30,280
| Closed | -$11.4M | – | 144 |
|
|
2022
Q3 | $11.4M | Buy |
30,280
+798
| +3% | +$300K | 5.92% | 2 |
|
|
2022
Q2 | $14.1M | Sell |
29,482
-883
| -3% | -$421K | 5.41% | 3 |
|
|
2022
Q1 | $13.1M | Buy |
30,365
+883
| +3% | +$380K | 6.42% | 2 |
|
|
2021
Q4 | $14.1M | Buy |
+29,482
| New | +$14.1M | 5.41% | 3 |
|